See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,922 | $210,648-17.4% | $177,989-2.3% | $145,922+19.2% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 14.52% | 385.86%-371.3pp | 294.48%-280.0pp | 561.29%-546.8pp |
| Employer contribution / active EE | $6,594 | $4,565+44.5% | $3,949+67.0% | $4,660+41.5% |
| Participant deferral / active EE | $10,700 | $6,958+53.8% | $6,276+70.5% | $6,688+60.0% |
| Admin fee / account holder | $696 | $12,013-94.2% | $10,363-93.3% | $13,397-94.8% |